Creating an Inventory Search

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Inventory Search

To get started with the Inventory tab you can create searches to find the stock units you are looking for.

  1. Select the add fields button to select the search criteria filters
  2. Enter in the information in the search fields and select search to see the results
  3. To view the stock unit details , spec lines, additional costs, attachments, notes, warranty, linked, dealer defined or rental information click on the stock

Inventory Saved Search

  1. Follow the above steps to the criteria for your inventory saved search and select Save
  2.  Name the search and select Ok
  3. To Access the saved search do one of the following
  4. Once you select the saved search it will automatically searching the information
customertraxCreating an Inventory Search